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Free Word checklist

Free Site Induction Checklist

A practical, editable Word checklist for preparing, delivering and recording a site-specific construction induction.

  • Site-specific checklistCover project information, management arrangements, access, welfare, emergencies, site rules and key risks.
  • Proportionate inductionsUse the same checklist for workers, contractors and visitors, adjusting the depth to the work or visit.
  • Attendance recordRecord who received the induction, their organisation, induction type, date and acknowledgement.
  • Ongoing briefingsSignpost task-specific information, RAMS, toolbox talks, changes and who to ask for clarification.

Make visitor inductions proportionate

An escorted visitor may only need the principal hazards, relevant controls and emergency arrangements for the visit, while an unescorted visitor may need more detailed site information.

The checklist includes induction types for workers / contractors, unescorted visitors, escorted visitors and other users so the record can be adapted without creating a separate form.

Induction types in the checklist

  • Worker / contractor
  • Unescorted visitor
  • Escorted visitor
  • Other

Preview the Site Induction Checklist

Six pages: induction details, eight checklist sections, a final review and the attendance record.

These are real pages from the Word checklist. Each topic has space for the site’s own information and tick boxes for Covered and N/A, so the induction can be adapted to the site and the person. The blue About box can be deleted before issue.

Page with section 6, site-specific risks and controls, a statement that it is not a replacement for task-specific risk assessment or RAMS, a blank table with columns for area, hazard or interface, what the person needs to know and relevant control or instruction, then section 7, task information and ongoing briefings
Site risks and briefingsOpen full-size page: Site risks and briefings (opens in a new tab)

Section 6 · Site-specific risks

Site risks and briefings

  • Only the particular risks people on this site need to know about
  • What the person needs to know, beside the control that applies to them
  • Blank rows, with no pre-filled hazard library
  • Task information, RAMS and ongoing briefings signposted in Section 7

Swipe to see more pages.

Induction attendance and acknowledgement page, with an acknowledgement statement, an induction type key and a ten-row table with columns for name, employer or organisation, role, trade or reason for visit, induction type, date and signature or acknowledgement
Attendance / acknowledgementOpen full-size page: Attendance / acknowledgement (opens in a new tab)

Attendance / acknowledgement

Attendance / acknowledgement

  • Name, organisation and role, trade or reason for visit
  • Induction type, date and signature or acknowledgement
  • Ten starter rows; add more with Tab or Insert Row
  • Restrained acknowledgement wording

What the checklist covers

Eight numbered sections, then a record of who delivered the induction, a practical final review and the attendance record.

  • Project and management
  • Access, security and movement
  • Welfare and emergency arrangements
  • Reporting and raising concerns
  • Site rules
  • Site-specific risks and controls
  • Task information and ongoing briefings
  • Consultation and individual responsibilities
  • Induction delivered / reviewed record
  • Practical final review
  • Attendance / acknowledgement

Keep the induction specific to the site

A useful induction should focus on the particular arrangements, risks and controls people need to know about on that project. The checklist deliberately avoids a pre-filled hazard library or generic PPE list.

Record what actually applies

  • Site access and restrictions
  • Welfare and emergency arrangements
  • Relevant site rules
  • Site-specific risks and interfaces
  • Reporting and escalation
  • Task-information and briefing arrangements

Mark items N/A where they do not apply

The checklist is designed to be adapted rather than forcing every topic onto every site or every visitor.

Each topic has its own Covered and N/A tick boxes, and site rules already explained elsewhere in the checklist can simply be cross-referenced.

What should a site induction cover?

Depending on the project and person being inducted, a suitable site induction may need to cover:

  • Project / site overview
  • Who manages the site
  • Access and sign-in / sign-out
  • Restricted areas
  • Traffic and pedestrian arrangements
  • Welfare
  • First aid
  • Fire and evacuation
  • Emergency arrangements
  • Accident and hazard reporting
  • Relevant site rules
  • Particular site risks
  • Further task-specific briefings
  • Worker consultation and raising concerns

Practical guidance, not a statutory list: cover what is relevant to the site and the person. The Site Induction guide explains each area in more detail.

Site induction vs task-specific briefing

  • Site induction

    Covers the general site-specific arrangements, principal risks, rules and emergency information people need to know.

  • Task-specific information

    Covers the hazards, controls, method, training, permits or supervision needed for the person’s actual work.

A site induction should not be used as a substitute for task-specific risk information, RAMS, training or supervision.

Final page of the checklist

Record who received the induction

The attendance and acknowledgement table records each person inducted.

The attendance table’s columns

  1. Name

    The person who received the induction.

  2. Employer / organisation

    Who they work for or represent.

  3. Role / trade / reason for visit

    Their work on site, or why they are visiting.

  4. Induction type

    Worker or contractor, unescorted visitor, escorted visitor or other.

  5. Date

    When they were inducted.

  6. Signature / acknowledgement

    Their signature or other acknowledgement.

10 starter rows are included and the table can be expanded.

The acknowledgement records that the induction was provided and that the person had the opportunity to ask questions or seek clarification. It does not transfer duties or prove competence.

How to use the checklist

  1. Step 1: Prepare the site information

    Complete the project details, management arrangements, access, welfare, emergency and site-rule information that actually applies.

  2. Step 2: Highlight the key risks

    Record the particular site risks, interfaces and controls the person needs to know about.

  3. Step 3: Deliver the induction

    Explain the relevant information at a level proportionate to the person’s work or visit and allow questions or clarification.

  4. Step 4: Record and keep it current

    Record attendance where appropriate and update the induction when relevant site arrangements or risks materially change.

Who can use the checklist?

Anyone preparing, delivering or recording a construction site induction can use it.

  • Principal Contractors

    Set out the site-wide arrangements every person needs to know.

  • Contractors

    Induct workers under your control where the Principal Contractor has not already done so.

  • Site managers

    Keep the induction current as the site and its arrangements change.

  • Supervisors

    Deliver a consistent induction and record who received it.

  • Health and safety advisers

    Help teams keep inductions site-specific and proportionate.

  • Project teams

    Agree what people need to know before they start on site.

Inducting workers or visitors onto a construction site?

Any organisation doing so can adapt the same record for workers, contractors and visitors, at a depth proportionate to the work or visit.

The duties differ by role: CDM places the induction duty on the Principal Contractor and on contractors for workers under their control. Others may help prepare or deliver it.

Site Induction Checklist FAQs

  • Is this Site Induction Checklist free?

    Yes. It is free to download, with no sign-up and no email address needed. Select Download the Word checklist and the file downloads straight away.

  • What format is the checklist?

    A Microsoft Word document (.docx) of 6 A4 pages, with no macros. It has induction details on the first page, eight numbered checklist sections, a delivered-by record, a practical final review and an attendance and acknowledgement table. Each prompt is a Word content control, and each topic has Covered and N/A tick boxes. It can be completed in Word, printed, or saved as a PDF once completed.

  • Does CDM 2015 require a site induction?

    Yes. CDM 2015 requires a suitable site induction to be provided (regulation 13(4)(a) (opens in a new tab) and regulation 15(9)(a) (opens in a new tab)). It does not prescribe a particular induction form, checklist or format; the induction should be site-specific and proportionate to the work or visit.

  • Who is responsible for providing a site induction?

    On projects with more than one contractor, the Principal Contractor must ensure a suitable site induction is provided. Contractors must provide a suitable site induction to workers under their control where the Principal Contractor has not already provided one, and they still need to give those workers the supervision, instructions and information needed for their work. See the Principal Contractor and contractor duties guides.

  • What should a construction site induction include?

    Whatever people need to know about this site: typically the project and who manages it, access and restricted areas, traffic and pedestrian routes, welfare, first aid, fire and emergency arrangements, how to report accidents and hazards, relevant site rules, the particular site risks and controls, how further task-specific information and briefings are provided, and how to raise concerns. HSE guidance lists subjects to consider rather than a fixed list. See what a site induction should cover.

  • Do visitors need a site induction?

    HSE guidance says occasional and once-only visitors also need an induction, proportionate to the nature of the visit (Site rules and induction (opens in a new tab)). An escorted visitor may only need to know the main hazards they may be exposed to, the relevant controls and the emergency arrangements; an unescorted visitor may need more detailed site information. Visitors do not need the same induction as workers.

  • Does a site induction need to be signed?

    CDM 2015 requires a suitable induction; it does not prescribe a signature or a particular record format. An attendance or acknowledgement record is commonly useful, because it shows who was inducted and when. A signature alone does not prove that the person understood the information or that they are competent.

  • How often should a site induction be repeated or updated?

    CDM does not set a fixed interval. The induction should stay relevant to the current site arrangements, and should be refreshed where meaningful changes make the existing information outdated or insufficient, such as a new phase of work, changed access or emergency arrangements, or new significant site risks. Changes that affect only one activity may be better communicated through targeted briefings.

  • Can a site induction replace RAMS or task-specific training?

    No. A site induction covers the general site-specific arrangements. People still need the task-specific risk information, method, training, permits and supervision for their actual work, for example through RAMS or a Method Statement.

  • Can I edit the checklist in Microsoft Word?

    Yes. Click a grey prompt and type to replace it, click a tick box to tick it, and add rows to any table by placing the cursor in the last cell and pressing Tab. The document is not locked, so you can also change or remove topics, and delete the About box before issue.

Guidance and templates for the work around site inductions.

  • Template

    RAMS Template

    A Word template combining a task-specific risk assessment with the safe sequence of work.

  • Template

    Method Statement Template

    A standalone Word template for the safe sequence of work, where the risk assessment is managed separately.

  • Guide

    Principal Contractor duties

    How the Principal Contractor plans, manages and coordinates the construction phase, including site inductions.

  • Guide

    CDM contractor duties

    How contractors plan, manage and monitor their work, and inform and supervise their workers.

Make every induction site-specific

Download the editable Word checklist and adapt it to the site, the work and the people you are inducting.